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Guy Sips ... (+3)
  • Guy Sips
  • Livio Luyten
  • Thibault Leneeuw
 PRESS RELEASE

Disclosure of notification received from Mawer

Disclosure of notification received from Mawer Regulated information Nazareth (Belgium)/Rotterdam (The Netherlands), 5 September 2025 – 5:40 PM CET Disclosure of notification received from Mawer Pursuant to the Belgian law of 2 May 2007 regarding the disclosure of major shareholdings in listed companies, Fagron received a notification from Mawer. Notification by Mawer Investment Management Ltd On 3 September 2025, Fagron received a notification that the shareholding of Mawer Investment Management Ltd, crossed the disclosure threshold of 5% downwards on 29 August 2025 as the result of t...

 PRESS RELEASE

Openbaarmaking van kennisgeving ontvangen van Mawer

Openbaarmaking van kennisgeving ontvangen van Mawer Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 5 september 2025 – 17u40 CET Openbaarmaking van kennisgeving ontvangen van Mawer Fagron heeft een kennisgeving ontvangen op grond van de Belgische Wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in beursgenoteerde vennootschappen van Mawer. Kennisgeving van Mawer Investment Management Ltd Op 3 september 2025 ontving Fagron een melding dat het belang van Mawer Investment Management Ltd de meldingsdrempel van 5% had overschreden op 29 augustus 2025...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ageas: 1H leads to increase in 2025 net result guidance, but also FCF. IMCD: Material acquisition in Italy. Kendrion: Unlocking value, sells Chinese business at high multiple. Retail Estates: Limited impact of Leen Bakker judicial reorganization

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Lewi

Morning Notes : AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXF...

: AGS BB, AGFB BB, IVA FP, RET BB, TWEKA NA, VAN BB, NXFIL NA, IMCD NA

 PRESS RELEASE

IMCD to acquire Tillmanns to further strengthen its presence in Italy

IMCD to acquire Tillmanns to further strengthen its presence in Italy Rotterdam, The Netherlands (27 August 2025) – IMCD N.V. ("IMCD" or "Company"), a global leading partner for the distribution and formulation of speciality chemicals and ingredients, has signed an agreement to acquire 100% of the shares in Tillmanns S.p.A. (“Tillmanns”). Founded in 1940 and headquartered in Milan, Italy, Tillmanns is a well-established distributor of specialty chemicals, acting as a key partner for global suppliers and a broad base of customers. With operations strongly anchored in Italy, the company oper...

Guy Sips ... (+4)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

Hyloris XTRAZA license and supply agreement with Huons in South Korea

Hyloris announced that an exclusive license and supply agreement has been signed with Huons for XTRAZA in South Korea. Under the terms, Hyloris will exclusively supply XTRAZA to Huons though further financial terms were not disclosed. This deal follows previously announced agreements in selected APAC regions and Canada with AFT, and in the UK with Colonis Pharma. A phase 3 trial for XTRAZA is ongoing in the US and EU, with data expected by YE25, and we note that a deal for XTRAZA in the larger U...

Guy Sips ... (+7)
  • Guy Sips
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi
Michiel Declercq
  • Michiel Declercq

bpost Conference call feedback and model update post 2Q25

Despite the ongoing headwinds, bpost reported better than expected 2Q25 results, with the adj. EBIT of € 58.3m exceeding expectations (kbcse: € 46m, css: € 48m). While results in Belgium were somewhat lower, this was offset by better than expected results in the other divisions while Staci's performance was in line. Although sales pressure at Radial US continued following the termination of contracts in 2024 and early 2025, we are pleased to see that its new fast track offering is gaining tracti...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

bpost: 2Q25 results beat 22%, outlook raised further, room for another upgrade at 3Q25. Lotus Bakeries: APAC factory ahead of schedule. NN Group: 1H on track with May CMD, longevity deal a positive surprise (Sol 2 PF 205%). Talabat: 2Q25 Preview. Vopak: AVTL's FID on Mumbai expansion

Guy Sips ... (+6)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Michiel Declercq
  • Thomas Couvreur
  • Wim Lewi
Stefano Toffano ... (+2)
  • Stefano Toffano
  • Wim Gille
 PRESS RELEASE

Galapagos Creates New Subscription Right Plan

Galapagos Creates New Subscription Right Plan Mechelen, Belgium; August 7, 2025, 22.01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) announced today that its  Board of Directors created 1,800,000 subscription rights under a new subscription right plan. On August 7, 2025, the Board of Directors of Galapagos approved “Subscription Right Plan 2025 (B)”, intended for personnel of the Company and its subsidiaries, within the framework of the authorized capital. Under this subscription right plan, 1,800,000 subscription rights were created, subject to acceptance, for senior...

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